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COLLECTIVE WEALTH PARTNERS, LLC
1100 Peachtree Street Ne
Suite 250
Atlanta, Georgia 30309
Tel: (404) 633-9952
About COLLECTIVE WEALTH PARTNERS, LLC
COLLECTIVE WEALTH PARTNERS, LLC, formally registered with the SEC as COLLECTIVE WEALTH PARTNERS, LLC. The firm was established in 04/14/2022. They have over 4 offices throughout the country.
COLLECTIVE WEALTH PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $32,973,458 assets under management, offering retirement planning & investment advisory services to 356 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317519 |
| SEC# | 801-123714 |
| Assets Managed by Firm | $32,973,458 |
| No. of Clients | 356 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ADVISORY CONSULTATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 356 | $32,973,458 |
| Individuals (other than high net worth individuals) | 175 | $20,380,758 |
| High net worth individuals | 7 | $12,347,102 |
| Charitable organizations | Fewer than 5 clients | $33,180 |
| Corporations or other businesses | Fewer than 5 clients | $212,418 |
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